• Find Constituents that donated within a Time frame and show the amount of times donated

    How to create a list to show people who have donated within a certain time frame and list the constituents who have donated for the first time?   Answer: You can use a Transaction Payment List, where you can filter to 'Date Paid is between' and ad...

  • How to create badges / name and address labels

    From time to time, you may need to create name or name and address labels to use at events or for mailings. This can be achieved within Donorfy via a List, such as a Constituent List.  The majority of Lists in Donorfy feature contact details, so y...

  • Spell Checker and Accessibility tools

    Does Donorfy feature any spell-checking or accessibility tools? Donorfy does not have any specific built-in tools. However, there are various spelling and accessibility browser plugins or apps that can be used. Some examples of tools that can Gram...

  • How to find all constituents without a valid Gift Aid Declaration (GAD)

    You may want to run a Gift Aid Campaign or just report on constituent profiles that do not have a valid Gift Aid declaration, this article runs through the key steps to do just this...   To do this you will need to: Find and Tag all those with a v...

  • FAQ: How often is Donorfy backed up?

    All data on Donorfy is backed up throughout the day at regular intervals via our Microsoft Azure Server. This is described in more detail on the Microsoft website here. We then have a rollback point for the Shared Environment (all Donorfy accounts...

  • FAQ: Putting a Campaign Totaliser on your Website

    We are often asked about whether it is possible to add a totaliser to a charities campaign appeal web page.   Whilst the ability to draw campaign summary data via the API to be able to display the total on a webpage is unfortunately not something ...

  • Donorfy Terms and Conditions, Privacy Notice and Direct Debit Guarantee

    When creating a Donorfy account, the person setting up your Donorfy database will have agreed to the following items: Terms and Conditions Privacy Notice Agreed to pay via Direct Debit - Professional Plan Sometimes, the documents for these items...

  • Product Development and Feature Update Requests

    Do you have an idea to improve Donorfy? Great, we'd love to hear your suggestion! You can submit your suggestion via the feature update requests page which you can access directly from the options under your User Profile (your initials in the top ...

  • Excel doesn't display diacritics (accents) in download files

    If you create a download file which includes names or addresses containing diacritics (i.e. accents) then you may find that when you open the file in Excel that the diacritics are not properly displayed - however if you open the file in other prog...

  • Constituent Panel, Timeline or Lists not Displayed Properly

    Very occasionally screens in Donorfy may not display properly - For example: The constituent profile may not be aligned correctly Constituent details panels may be missing or be blank Dashboard tiles may not be displaying Your browser stores som...

  • Dates are showing in US format (MM/dd/yyyy)

    If the dates in Donorfy are not shown in UK format (dd/MM/yyyy) then this normally means your browser has not been set to show UK dates.  It's very simple to change the settings on your browser.  If you are using Google Chrome, Microsoft Edge, or ...

  • Dates are showing in US format in Safari on the Mac

    If your dates are displaying in US format try these steps - open System Preferences on your Mac and then go into Language & Region Use the + button to add the correct language (e.g. English (UK)) to the preferred language list Make sure the ...

  • How to Find Your API Key

    You need to be a Donorfy admin to do this - go to Settings and click on Account Select the Donorfy Settings tab - your Donorfy API key will be displayed.

  • Donorfy Sign On Notification

    Donorfy sends notifications when you appear to have signed in from a new device - this is a warning in case someone is using your sign-on. The notification includes information about when and where the sign on happened, for example:   The locatio...

  • Copy Address to Clipboard

    You can copy a constituent's address to your clipboard so you can paste it into another document - e.g. in Word. If the constituent has a postal address a copy to clipboard button is shown above the address - as shown in the example below  When y...

  • Fixing Problems with Dates

    The way in which are displayed in Donorfy or appear after being uploaded or downloaded can occasionally take a different format from what you were expecting. For example, you may have uploaded a file containing dates that appeared to be dd/mm/yyyy...